BIM Execution Plan

By
signature below, this BIM Execution Plan is herewith adopted and incorporated into the Agreement, dated _________,
for Professional Design Services between __________ and Indiana University.

Indiana University Date

Architect Date

Construction Manager Date

Civil Engineer Date

Structural Engineer Date

Mechanical Engineer Date

Electrical Engineer Date

Plumbing Engineer Date

Additional Party as Needed Date

Additional Party as Needed Date

1. Overview
The intent of this BIM Execution Plan is to provide a framework that will let the owner, architect, engineers, and
construction manager deploy building information modeling (BIM) technology and best practices on this project faster
and more cost-effectively. This plan delineates roles and responsibilities of each party, the detail and scope of
information to be shared, relevant business processes and supporting software. All text that is green is for illustrative
purposes only and should not be construed as a formalized response to this execution plan.

2. Project Initiation
This section defines the Core Collaboration Team, the project objectives, project phases, and overall communication
plan throughout the project’s phases.

A. Project Information
Project Name:
Project Number:
Project Address:
Project Description:

B. Core Collaboration Team

Contact Name Role/Title Company Email Phone

C. Project Goals and Objectives

Project Goal Objective Achieved if Project Timeframe
 D. Collaborative Process Mapping (Coordination Plan)

Owner Architect Consulting Engineers Construction Manager Commissioning Agent

Conceptualizati Provide requirements Begin design intent model Provide feedback on Provide feedback on Provide feedback on
on/ Program of related to form, with massing concepts initial building initial building cost, advanced commissioning
Requirements function, cost and and site considerations performance goals and schedule, and requirements
schedule
requirements constructability

Criteria Provide design review Refine Design Model Provide schematic Provide design review Refine advanced
Design/Schema and to further refine with new input from energy modeling and and continued feedback commissioning
tic Design design requirements Owner, Consulting system iterations as on cost, schedule, and requirements
Engineers, and Design Model continues constructability
Construction Manager. to develop
Conduct Reverse Phase
Scheduling Activity

Detailed Department design Continue to refine Create Discipline specific Create Construction Review design model for
Design/Design reviews. Final approval Design Model. Introduce Design Models. Create Model for simulation, all disciplines
Development of project design and consultants models and detailed energy model. coordination, estimates,
metrics perform model and schedule
coordination

Implementation Finalize Design Model, Finalize Discipline Enhance Construction Review design model for
Documents/Co Construction specific Design Models Model and perform final all disciplines
nstruction Documents, and and Final Energy Model estimate and final
Documents Specifications construction schedule

Agency Assist with code Work with agencies on Work with agencies on Manage bid process,
Coordination/Fi compliance negotiations code compliances, plan code compliances, plan project buyout, and
nal Buyout and permitting acceptance and respond acceptance and respond preconstruction RFI’s
to construction RFI’s to construction RFI’s

Construction Monitor construction Perform contract Assist with RFI’s and Manage construction Observe construction
and give input to administration, update update Discipline with subcontractors and and perform advanced
construction changes Design Model with specific Design Models, suppliers, inform commissioning.
and issues changes field conditions, and changes to Design Model
commissioning

Facility Engage Architect and Coordinate information

Management Facilities Group for exchange through
model turnover to staff. model to Facilities Group
 E. Project Phases / Milestones

Project Phase / Milestone Estimated Start Date Estimated Completion Date Project Stakeholders Involved

Conceptualization/ Program of Owner, Architect, Consulting Engineers, CM

Requirements Phase

Criteria Design/Schematic Design Owner, Architect, Consulting Engineers, CM,

Phase Commission Agent

Detailed Design/ Design Owner, Architect, Consulting Engineers, CM,

Development Phase Commission Agent

Implementation Documents/ Owner, Architect, Consulting Engineers, CM

Construction Documents Phase

Agency Coordination/Final Owner, Architect, Consulting Engineers, CM

Buyout Phase

Construction Phase Owner, Architect, Consulting Engineers, CM,

Commission Agent

Facility Management Phase Owner, Architect

3. Modeling Plan
Advance planning around which models will need to be created during the different phases of the project, who will be
responsible for updating models and distributing them, and predetermining the content and format of models as much
as possible will help your project run more efficiently and cost-effectively during every phase.

A. Model Managers
Each party—such as the owner, architect, contractor, or sub-consultants—that is responsible for contributing
modeling content should assign a model manager to the project. The model manager from each party has a
number of responsibilities. They include, but are not limited to:
• Transferring modeling content from one party to another
• Validating the level of detail and controls as defined for each project phase
• Validating modeling content during each phase
• Combining or linking multiple models
• Participating in design review and model coordination sessions
• Communicating issues back to the internal and cross-company teams
• Keeping file naming accurate
• Managing version control
• Properly storing the models in the collaborative project management system

Stakeholder Company Name Model Manager Name Email Phone

B. Planned Models

In the table below, outline the models that will be created for the project. List the model name, model content,
project phase when the model will be delivered, the model’s authoring company, and the model authoring tool
that will be used. For models that will not be used or created in your project, just leave the row blank, and add
rows for model types you anticipate needing that are not already listed. The first line offers an example.

Model Name Model Content Project Phase Authoring Company Authoring Tool
Architectural Model Architectural Conceptualization / Autodesk Revit
objects, code Program of Architecture
information Requirements Phase
Civil Model Topography, site Criteria Design / Autodesk Civil 3D
utilities to within 5 Schematic Design
feet of perimeter, Phase
hard and soft
surfaces, other site
objects
Structural Model Structural steel Criteria Design / Autodesk Revit
members, bearing Schematic Design Structure
and shear walls, Phase
analytical structural
model, lintels
Mechanical Model Mechanical systems, Criteria Design / Autodesk Revit MEP
equipment, load Schematic Design
information, utilities Phase
within 5 feet of
building perimeter
Electrical Model Electrical systems, Criteria Design / Autodesk Revit MEP
equipment, load Schematic Design
information, utilities Phase
within 5 feet of
building perimeter
Plumbing Model Plumbing systems, Criteria Design / Autodesk Revit MEP
equipment, load Schematic Design
information, utilities Phase
within 5 feet of
building perimeter
Energy Model Energy data, run Criteria Design / Autodesk Ecotect
iterations, life cycle Schematic Design
costing, peak loads Phase

Construction Model Scheduling Criteria Design / Autodesk

information, Schematic Design Navisworks
 sequencing Phase
information
Estimate Model Costing data, Criteria Design / Autodesk Quantity
quantity takeoffs Schematic Design Takeoff
Phase
Coordination Model Design Intent Construction Autodesk
Models and Navisworks
Fabrication
information

C. Model Components
As an aid to usability during later phases of your project, specify what the content, level of detail, and file
naming structure of your models should look like.

1. File Naming Structure

Determine and list the structure for model file names. The first line offers an example.

File Names for Models Should Be Formatted as:

DISCIPLINE-Project Number-Building Number.rvt (example: ARCH-20090001-BL001.rvt)
Architectural Model ARCH-
Civil Model CIVIL-
Mechanical Model MECH-
Electrical Model ELECT-
Plumbing Model PLUMB-
Food Service Model KITCHEN-
Structural Model STRUCT-
Energy Model ENERGY-
Construction Model CONST-
Estimate Model COST-
Coordination Model COORD-

2. Precision and Dimensioning

Models should include all appropriate dimensioning as needed for design intent, analysis, and
construction. With the exception of the exclusions listed below, the model will be considered accurate
and complete. In the table below, enter which items’ placement will not be considered entirely accurate
and should not be relied on for placement or assembly.

Items that Will Not Be Considered Accurate for Dimensioning or Placement

Architectural –
MEP –
Civil –
Construction –
Food Service –
Structural –

3. Modeling Object Properties

The level of property information in the modeling objects and assemblies depends on the types of
analysis that will be performed on the model. See Section IV-A (Analysis Models) for the types of analysis
that will be performed.

4. Modeling Level of Detail

Specify the level of detail in your models below. The level of detail can be defined by exclusions and/or
by object size.

Items that Will Be Excluded from the Model

Architectural –
MEP –
Civil –
Construction –
Food Service –
Structural –
1. Exclusions: List the objects that will be excluded from the model in the table below.

2. Size: Any object smaller than [TBD] will not be included in the model.

D. Detailed Modeling Plan

For each phase of the project, the project team should create a detailed modeling plan, which should include
the modeling objectives, models included, and the roles and responsibilities of model contributors. Model
objectives and model manager roles and responsibilities by phase are outlined below.

1. Conceptualization / Program of Requirements Phase

1. Objectives: Provide initial design based on conceptual parameters established by the owner,
ensure that code and zoning requirements meet project objectives, and establish a 3D
reference point of model coordination. Provide Program of Requirements and all space
considerations for reference in the model.

2. Model Roles: A model may or may not take shape during the Conceptualization / Program of
Requirements phase. If a model is created, its role will be to depict the visual concept and
general layout of the project along with space requirements.

3. Responsibilities: The architect’s designated model manager will establish a baseline model to
be used as the basis for other models. During the Conceptualization / Program of Requirement
phase, the model managers from all parties will establish modeling standards and guidelines.

2. Criteria Design / Schematic Design Phase

1. Objectives: Provide spatial design based on input from the Conceptualization / Program of
Requirement phase; provide initial design for building system and attributes including
 architectural, structural, and MEP; identify initial coordination issues between building systems;
receive input from suppliers and fabricators regarding system cost, placement, fabrication and
scheduling.

2. Model Roles: The Architectural model will show the general design and layout of the building
structure and act as the baseline for all other subsystem designs, such as MEP and Structural
models. The subsystem designs will be used to show the initial selection and layout of building
components. The Architectural model and Consulting Engineers’ model will be used to inform
the Energy Models.

3. Responsibilities: Once the baseline conceptual structure has been created, the architect’s
model manager will send the model to the sub-consultants so they can develop their designs.
The consulting engineers’ designated model managers will audit and deliver the completed
models to the architect’s model manager. The architect’s model manager will review the
models to ensure compliance with the phase requirements. Once the models meet the
requirements, the architect’s model manager will link or combine cross-disciplinary models. The
architect’s model manager should coordinate with the consulting engineers’ model managers
to eliminate duplicate or redundant objects.

3. Detailed Design / Design Development Phase

1. Objectives: Provide final design of building and building systems; resolve coordination issues
between building systems; provide a Construction model capable of analyzing schedule, cost,
and constructability.

2. Model Roles: The Architectural model will continue to act as the baseline for all other
subsystem designs. The subsystem designs will be modified accordingly to represent the
enhanced design.

3. Responsibilities: The consulting engineers’ model managers will use the Architectural model
to revise and complete their designs. Once the models are complete, the consulting engineers’
model managers will deliver their models to the architect’s model manager. The architect’s
model manager will review the models to ensure compliance with the phase requirements. The
architect’s model manager will provide the construction manager’s model manager with the
Architectural model and the Consulting Engineers’ models.

4. Implementation Documents / Construction Documents Phase

1. Objectives: Finalize design of the building and all building systems, prepare documentation
for agency review, and provide construction modeling that highlights constructability, trade
coordination, and fabrication.

2. Model Roles: All design models will be used to reflect the design. The models will then be
used to generate the contract documents. The Construction model will be used primarily for
estimating, scheduling, and constructability analysis.

3. Responsibilities: The architect’s and engineers’ model managers will prepare contract
documents for agency review based on the Design Intent models.

5. Agency Coordination / Bidding Phase

1. Objective: Revise Design Intent models based on agency feedback on all models.
 2. Model Roles: The design models will be adjusted to reflect agency feedback. The
Construction model will be enhanced and further used for estimating, scheduling, construction
sequencing, trade coordination, and constructability analysis.

3. Responsibilities: The architect’s model manager will communicate agency comments back to
the design team. The consulting engineers’ model managers will revise their design models
accordingly and submit them back to the architect. The architect’s model manager will provide
the construction manager’s model manager with the Architectural model and the Consulting
Engineers’ models.

6. Construction
1. Objectives: Update Architectural and Consulting Engineers’ models based on submittals,
RFIs, or owner-directed changes; maintain the Construction model based on construction
activities. The construction team will submit RFIs and submittals through the collaborative
project management system.

2. Model Roles: The Architectural and Consulting Engineers’ models will be revised throughout
construction, based on owner directives and As Built comments. The models will always reflect
the revised contract documents. The Construction model will be used for scheduling analysis,
construction sequencing, and trade coordination.

3. Responsibilities: The architect’s model manager will work with their consulting engineers to
answer the RFIs and submittals and adjust the models accordingly. The construction manager’s
model manager will update the Construction model and will work with the architect to develop
the Architectural and Consulting Engineers’ models.

7. Facility Management
1. Objective: Use the Architectural and Consulting Engineers’ models for facility management,
with the possibility of use in ongoing operations.

2. Model Roles: The Architectural and Consulting Engineers’ models will be used to represent
the actual assembly of the building from construction.

3. Responsibilities: The architect will deliver the models at the end of the project to the owner.

4. Analysis Plan
By listing and specifying what types of analysis your project will likely require at the beginning of your project, you can
ensure that your key models will include the relevant information, making the analysis easier and more efficient.

A. Analysis Models
Your project’s scope of work may require performing certain kinds of analysis, such as the ones listed below,
based on existing or specially created model(s). In most cases the quality of the analysis depends on the quality
of the original model that the analysis is derived from. Therefore the project team member performing the
analysis should clearly communicate the analysis requirements to the original model authoring team member.
 1. Quantity Takeoff Analysis
The objective of quantity takeoff analysis is to use modeling property data to automate or simplify the
quantity takeoff process. This information from the quantity takeoff tool can then be imported or tied
to cost-estimating software. In order for the quantity takeoff process to work seamlessly, the original
modeling author will need to include the relevant property information in the design and an agreement
of modeled content communities to estimate.

2. Scheduling Analysis
Scheduling analysis lets the project team use the project model to analyze the timeline and sequencing
for construction. This information can then be used to modify or adjust the construction schedule. Tools
currently exist that allow project team members to visualize the construction over time, but no systems
exist yet that interact automatically with scheduling tools.

3. Visualization Analysis
Visualization tools let the project team view the design or construction of the project in 3D, giving them
a more accurate perspective of the end product.

4. LEED Rating/Energy Analysis

LEED (leadership in energy and environmental design) Rating/Energy Analysis tools help the project
team evaluate the impact of design decisions on sustainability and energy consumption. This analysis
model is usually based on the main Architectural model, after which material and building system
inputs can be used to evaluate the project’s sustainability and energy consumption.

5. Structural Analysis
Structural analysis tools use the model to analyze the building’s structural properties. Structural
analysis programs typically use the finite element method (FEM) to measure the stresses on all
structural elements of the design. For structural analysis to work seamlessly, the original structural
modeling tool needs to be compatible with the structural analysis tool, and the original structural
model property data must include information about the structural elements.

B. Detailed Analysis Plan

For each type of analysis that may be performed for your project, list the models used for the analysis, which
company will perform the analysis, the file format required for the analysis, the estimated project phase, and
the analysis tool that will be used. If there are other special instructions associated with the analysis, mark the
Special Instructions column and list the details in the Special Instructions table in the next section.

Analysis Analysis Tool Model Analyzing Project Phase File Format

Company Required
Visualization Architectural Model .rvt/.nwf
Structural Structural Model .rvt/?
Quantity Takeoff All Models .rvt
Scheduling /4D All Models .rvt/.nwf/?
Cost Analysis /5D All Models .rvt/.nwf
Energy/LEED Architectural Model .rvt/.GBXml
Daylight/Lighting Architectural Model .rvt/.FBX
C. Clash Detection Process
Clash detection analysis is done to check for interferences between the designs of one or many models. To
reduce change orders during construction, clash detection should be performed early and continue throughout
the design process. For clash detection to work properly your project’s models need to have a common
reference point and they must be compatible with the clash detection tool.

5. Concurrent As-Built Modeling Plan

As-built modeling will be a collaborative effort between the Architect and consultants and the construction team.
During the construction process, the design team will incorporate changes triggered by requests for information (RFIs),
architect’s supplemental instructions (ASIs) and change orders in into the Architectural and Consultant models. At
specified dates during the construction process, the construction team will provide the design team with necessary
changes due to shop drawings, coordination drawings and change orders. As required, the completed form of the
construction will also be verified at these specified dates using laser scanning. The design team will then incorporate the
changes reported by the construction team into the Architectural and Consultant models. At the end of construction, it
will be the updated Architectural and Consultant models that are used for facility management.

A. Construction Capture Schedule

Event Date Parties involved

Construction Capture 1 Construction team, Design Team, [Laser Scanning]
Construction Capture 2 Construction Team, Design Team, [Laser Scanning]
Construction Capture 3 Construction Team, Design Team, [Laser Scanning]
Construction Capture 4 Construction Team, Design Team, [Laser Scanning]

6. Collaboration Plan
Creating a collaboration plan early on—including defining permissions and file structures—will help team
members efficiently communicate, share, and retrieve information throughout the project. It lets you get the
most out of your collaborative project management system, saving time and increasing your ROI.

A. Document Management
A Collaborative Project Management system will have to be researched and agreed upon prior to start of
project. The requirements of the Collaborative Project Management system are;
• Be web-based or web-enabled—so all relevant, authorized project team members can remotely
access it.
• Accommodate different permissions profiles for different project team members.
• Allow communication through either internal messaging or system-generated email.
• Include document management capability that lets the project team create a customized and
permission-based folder structure which offers upload, download, and version control capabilities.
 • Include a viewer that allows the project team to view .dwg, .dgn, .plt, .dwf, .pdf, .tif, .jpg, .doc, and .xls
files.
• Include construction management capabilities for the tracking of requests for information (RFIs),
submittals, design review, meeting minutes, daily reports, issues, correspondence, and transmittals.
• Able to interact with the file folder structure in the document management section.
• Able to automatically accept raw data from the clash detection tool.
• Include bid management capability, and this bid management solution should allow the project team
to post the contract drawings and specifications for viewing in the form of a Plan Room.
• Allow for cost management controls, and this cost management capability should include budgeting,
contracting, change orders processing, and payments applications tracking.
• Allow the project team to run reports based on the information in the system.
• Allow for the workflow and routing throughout the document, construction and cost management
components of the solution.

B. Document Management Solution

A document management solution will be provided by the owner. The document management solution that
will be used is called [TBD]. The architect will setup the site and set up all permissions for the site. The
architect will lead a training session for the entire project team on how to use the site. The site will be
maintained from the signing of this document until the occupation of the building.